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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,326 | $100,139-88.7% | $85,187-86.7% | $145,884-92.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.85% | 84.15%-67.3pp | 66.67%-49.8pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,242 | $3,238+0.1% | $2,732+18.6% | $4,662-30.5% |
| Participant deferral / active EE | $3,990 | $5,296-24.7% | $4,525-11.8% | $6,690-40.4% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |